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kperry
Level 3

Custom Pricing

Does anyone know if it is possible to import or copy and paste custom prices for a particular customer? I've been manually entering the custom price in the price override section but was wondering if anyone knew a faster more efficient way to get this done as they are all different and not based on a %age or amount off. 

7 Comments 7
Fiat Lux - ASIA
Level 15

Custom Pricing

Utilize the 3rd party tool to import price level list.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

The template should be like this

NameIs ActiveTypeFixed PercentageItemCustom PriceAdjust Relative To
CommercialYFixedPercentage-10   
IndustrialYFixedPercentage-15   
ResidentialYFixedPercentage-5   
Door Replacement SpecialYPerItem Framing45 
Door Replacement SpecialYPerItem Installation30 
Door Replacement SpecialYPerItem Hardware:Lk Doorknobs35 

 

Then you can import the Customer list wuth the updated price level by using the template like this

Customer NameIs ActiveCompany NameSalutationFirst NameM.I.Last NameJob TitleContactPhoneFaxAlt. PhoneAlt. ContactEmailCCBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryCustomer TypeTermsSales RepResale No.Price LevelAccount NumberCredit LimitPayment MethodNotesSales Tax CodeSales Tax ItemJob StatusJob Start DateJob Projected EndJob End DateJob DescriptionJob TypeCurrency
Acme ToolsYAcme ToolsMrs.JaneMDoeAP ClerkJane Doe[removed][removed][removed]John Doe[email address removed] Acme ToolsOne Main Street  WashingtonWA12345USAAcme ToolsOne Main Street  WashingtonWA12345USACommericalNet 30KLMACMECommercial9891000VisaThis is a commerical customer.TaxMA       
Adams LandscapingYAdams LandscapingMr.John SmithManagerJohn Smith[removed][removed][removed]Jane Smith[email address removed] Adams LandscapingTwo Church Street  SmithvilleOH98765USAAdams LandscaptingTwo Church Street  SmithvilleOH98765USA Net 30   123455000CheckThis is a new customerNon        
SuperstoreYSuperstoreMsKaren Jones Karen Jones[removed][removed]  [email address removed] Superstore1 North Street  AnytownTN88888USASuperstore1 North Street  AnytownTN88888USA Net 30       TaxMA       
kperry
Level 3

Custom Pricing

I don't see custom pricing on the customer list...

Fiat Lux - ASIA
Level 15

Custom Pricing

In the template of the customer list on 36th column. we put the name of the price level refer to the 1st column in the template oh the price level list.

kperry
Level 3

Custom Pricing

But that's the price level, I need each "item" for 1 specific customer to have different custom prices. Either way does anyone have a way that I don't need to use a 3rd party app?

Fiat Lux - ASIA
Level 15

Custom Pricing

Go to menu List > Price Level List. You may set a specific custom price of each product/service available in Item List, then name it as Price for Customer A .

Then create a nrew customer and name it as Customer A, go to the Payment Setting tab, find Price Level and choose Price for Customer A.

 

Should  you need to import many data in bulk, utilize the importer tool as I mentioned earier.

 

Should you need more advanced feature like these ones:

1. Custom pricing with multi-currency for various customer type, product categories, zones, and others, and

2. Pricing per customer profile for various customer type

Consider using an inventory management app with B2B portal.

Charies_M
Moderator

Custom Pricing

Thanks for actively responding to this thread, kperry.

 

While you can manually enter the custom price into the transaction, there isn't  an option to import custom price for items in QuickBooks Desktop.

 

You'll want to read these article to learn more about pricing in QuickBooks Desktop:

 

I understand the convenience it can bring being able to import custom prices for a specific customer. I'd love to share this suggestion to our engineers to consider this on our future enhancement.

 

While we continue making improvements with the product, I want you to be updated with the new features added in the software by following the steps below:

 

Here's how:

 

  1. Go to the Help icon.
  2. Click New Features.
  3. Choose either New Feature Tour or What's New.
    QBDT Whats New.PNG

Another way to be updated to the latest future release in QuickBooks Desktop is by visiting this website: QuickBooks Updates: New QuickBooks Accounting Software Updates.

 

Let me know if you have any follow-ups or other questions. I'm always here to help. Wishing you a good one.

kperry
Level 3

Custom Pricing

Hello Charies,

   Thank you for the info , I will take a look at it. When I was talking about "my manual entry" I was refering to the Price Rule I created. We have around 1,000 items, which 300 of them can be adjusted by a certain percentage and the other 700 were all different. So I manually entered the custom price for those 700 items in the price override section so when an order is created the correct sell price for that customer does show up. I just wanted to clarify but you already stated there isn't a way to import the custom price. Thank you for your feedback. 

 

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